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Gerber Kawasaki Wealth & Investment Management’s Invesco Global Water ETF PIO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$15K – 864
2021
Q3 		$15K Buy
+400
New +$16.8K ﹤0.01% 570

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PIO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco Global Water ETF (PIO) in Q4 2021, closing a stake of 400 shares — an estimated $15K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PIO in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 100 funds tracked by Wall St. Rank hold PIO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco Global Water ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 400 Invesco Global Water ETF shares in Q4 2021, an estimated $15K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Global Water ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco Global Water ETF position peaked at $15K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.